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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,420 hedge funds and large institutions have $17.9B invested in Vanguard Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 551 increasing their positions, 513 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,420
Holders Change
+62
Holders Change %
+4.57%
% of All Funds
20.54%
Holding in Top 10
113
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.63%
% of All Funds
1.63%
New
115
Increased
551
Reduced
513
Closed
37
Calls
$9.82M
Puts
$4.46M
Net Calls
+$5.36M
Net Calls Change
+$1.73M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$332M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$270M
3
WIA
World Investment Advisors
California
+$30.7M
4
AssetMark Inc
AssetMark Inc
California
+$27.9M
5
Ameriprise
Ameriprise
Minnesota
+$27.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$216M
2
SP
Symmetry Partners
Connecticut
-$80.3M
3
MG
Mather Group
Illinois
-$78.5M
4
PP
PDS Planning
Ohio
-$55.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
876
TFO Wealth Partners
Ohio
$562K -$94.6K -471 -14%
GGI
877
Godsey & Gibb Inc
Virginia
$560K – – –
TSWM
878
Tyler-Stone Wealth Management
Ohio
$559K +$282K +1,403 +102%
EPM
879
Elm Partners Management
Pennsylvania
$558K +$162K +805 +41%
BFG
880
Bleakley Financial Group
New Jersey
$556K +$8.43K +42 +2%
EFL
881
ERn Financial LLC
Wisconsin
$556K – – –
MAM
882
MWA Asset Management
Massachusetts
$556K +$201 +1 +0%
EAM
883
Empirical Asset Management
Massachusetts
$555K – – –
GWS
884
Glassman Wealth Services
Virginia
$554K – – –
VCM
885
Vivaldi Capital Management
Illinois
$552K – – –
GT
886
Glenview Trust
Kentucky
$552K – – –
BI
887
Beckerman Institutional
New Jersey
$551K +$551K +2,742 New
RFG
888
RFP Financial Group
Georgia
$551K – – –
WAG
889
Windsor Advisory Group
Ohio
$546K – – –
FIC
890
Family Investment Center
Missouri
$546K +$3.21K +16 +0.6%
VCA
891
Verdence Capital Advisors
Maryland
$546K +$10.2K +51 +2%
SPW
892
Sonoma Private Wealth
California
$546K -$32.5K -162 -6%
AWM
893
Aviso Wealth Management
Washington
$544K – – –
BGAI
894
Bruce G. Allen Investments
Colorado
$544K +$447K +2,227 +459%
AF
895
Apollon Financial
South Carolina
$537K – – –
DWM
896
Dopkins Wealth Management
New York
$536K -$64.9K -323 -11%
WKWM
897
Walter & Keenan Wealth Management
Indiana
$536K +$4.02K +20 +0.8%
GP
898
Greenline Partners
New York
$534K – – –
QHA
899
Quarry Hill Advisors
Minnesota
$532K -$1K -5 -0.2%
EWP
900
Elevation Wealth Partners
California
$532K +$1.61K +8 +0.3%
34 35
36
37 38